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Meet Our Team

  • Chad Ferrell
    Chad Ferrell

    Chad Ferrell, CFP®, CLU®, ChFC®

    Financial Advisor

  • Judy Wood

    Judy Wood

    Senior Administrative Assistant

  • Oscar Garcia

    Oscar Garcia

    Administrative Assistant

  • Erinn Peters

    Erinn Peters

    Administrative Assistant

Why Invest With Us

Why Invest With Us

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Why Invest With Us
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